-87.0%
OPEN vs ACWI
+128.4%
-215.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | 0.0% | -21.7% | -21.7% |
| 7D | -22.2% | -2.4% | -19.9% | -16.4% |
| 30D | -38.3% | -5.2% | -33.1% | -28.1% |
| 3M | -59.4% | -4.8% | -54.5% | -52.8% |
| 6M | -74.4% | -1.3% | -73.0% | -72.9% |
| YTD | -76.0% | +8.4% | -84.4% | -80.4% |
| 1Y | -78.7% | +11.0% | -89.7% | -83.4% |
| 3Y | -30.0% | +70.6% | -100.6% | -82.5% |
| 5Y | -93.7% | +55.3% | -149.0% | -97.6% |
| All | -87.0% | +128.4% | -215.5% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling